Agent Billing & Agent Deduction Accounts

Customer (Receivables)

• How to Create a Customer Invoice
• How to Create a Customer Credit Memo
• How to Create a Customer Refund
• How to Create a Customer Payment Reversal
• How to Create a Customer Payment
• How to Receive a Payment from Agent (Creating a Customer Payment)

Agent Billing

• ✅ Steps to Ensure Customer Statements Generate / Print
• How to Schedule Customer Invoices
• How to Create New Associate Agent Billing Periods
• How To Setup a Template for Customer Batch Invoicing
• How to Enter a Billable Vendor Invoice
• How to Process Scheduled Customer Invoices

See all 11 articles

Agent Deduction Accounts

• How To Apply Agents Withholdings to their Office Bill
• How to Check Agent Deduction Balances
• How to Deposit to an Agent Deduction Account
• How to Pay Agent Remittances
• How to Transfer Money from a One Deduction Account to Another
• How to Post GST ITC Payments to an Agent’s account

Agent Reporting

• Commission Breakdown
• How to Run the Closed Transactions Report
• How to Run the Commission Paid Report
• How to Run Agent Revenue Summaries
• How to Run Agent Deal Summaries
• How to Run the Top Producer Report